See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,058 | $65,365-58.6% | $92,893-70.9% | $72,985-62.9% |
| Participation rate | 34.3% | 68.3%-34.0pp | 76.0%-41.7pp | 69.5%-35.2pp |
| Annual return | 24.94% | 42.10%-17.2pp | 109.41%-84.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $588 | $2,594-77.3% | $3,653-83.9% | $2,440-75.9% |
| Participant deferral / active EE | $2,477 | $3,128-20.8% | $4,236-41.5% | $3,607-31.3% |
| Admin fee / account holder | $160 | $4,251-96.2% | $5,794-97.2% | $5,124-96.9% |